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Trimble
TRMB

Overview Fund Activity

568 hedge funds and large institutions have $12.6B invested in Trimble in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 219 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-3
Holders Change %
-0.53%
% of All Funds
8.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
66
Increased
185
Reduced
219
Closed
62
Calls
$45.9M
Puts
$23.5M
Net Calls
+$22.4M
Net Calls Change
+$12.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$888M
2
GIM
Generation Investment Management
United Kingdom
$653M
3
JPM
JANA Partners Management
New York
$200M
4
Select Equity Group
Select Equity Group
New York
$332M
5
Citadel Advisors
Citadel Advisors
Florida
$84.6M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$232M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$18.1M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$7.19M
4
Capital International Investors
Capital International Investors
California
$683M
5
Allianz Asset Management
Allianz Asset Management
Germany
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
501
Covestor
United Kingdom
$11K -$156 -3 -1%
GRP
502
Global Retirement Partners
California
$10.9K +$302 +6 +3%
CTC
503
Central Trust Company
Missouri
$10.6K – – –
BSB
504
Bangor Savings Bank
Maine
$10.6K – – –
AWM
505
AllSquare Wealth Management
New York
$10.6K – – –
IA
506
IFS Advisors
Kansas
$10.6K – – –
CBT
507
Central Bank & Trust
Kentucky
$10.6K – – –
IA
508
IFP Advisors
Florida
$10.1K -$13.4K -251 -57%
VWM
509
Venturi Wealth Management
Texas
$9.47K -$12.9K -242 -58%
CTA
510
Colonial Trust Advisors
South Carolina
$9.42K – – –
RFG
511
RFP Financial Group
Georgia
$9.42K +$9.42K +177 New
HFM
512
Hartford Financial Management
Connecticut
$9.31K – – –
National Pension Service
513
National Pension Service
South Korea
$9.31K – – –
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$8.41K – – –
GWSG
515
GPS Wealth Strategies Group
Colorado
$8.39K – – –
FCAS
516
First Command Advisory Services
Texas
$8.19K – – –
BMC
517
Bear Mountain Capital
Washington
$7.55K +$7.55K +150 New
GIA
518
GHP Investment Advisors
Colorado
$6.92K – – –
RIM
519
Rockbridge Investment Management
New York
$6.92K +$6.92K +130 New
FPFS
520
First Personal Financial Services
North Carolina
$6.49K – – –
BGAI
521
Bruce G. Allen Investments
Colorado
$6.38K +$6.38K +120 New
ZB
522
Zions Bancorporation
Utah
$6.17K – – –
CJ
523
Caitlin John
Michigan
$6.01K +$6.01K +113 New
MCM
524
MV Capital Management
Maryland
$5.85K -$2.08K -39 -26%
AWM
525
Abound Wealth Management
Tennessee
$5.75K -$1.76K -33 -23%
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